Bde - Financial Planning

**Overview of Job Role**: A Financial Adviser assesses client's financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. **Duties and Responsibilities**: Handling incoming and outbound calls Working towards converting the potential clients to our clients by providing them with...

**Overview of Job Role**: A Financial Adviser assesses client's financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. **Duties and Responsibilities**: Handling incoming and outbound calls Working towards converting the potential clients to our clients by providing them with...

Financial Plan preparation supervision and presentation to clients/groups. - To be a knowledge point and having good understanding about investment products and various asset classes - Disseminate the importance of Financial planning among prospects - Lead a team of junior planners - Manage client relationships and communications - Understand the cost and...

Develop a growth strategy focused both on financial gain and customer satisfaction - Conduct research to identify new markets and customer needs - Arrange business meetings with prospective clients - Promote the company’s products/services addressing or predicting clients’ objectives - Prepare sales contracts ensuring adherence to law-established rules...

We are seeking a dynamic and experienced Chief Financial Officer (CFO) to join our leadership team. The CFO will play a critical role in guiding Torus Design Lounge's financial strategy and ensuring the company's financial health and sustainability. This is an exciting opportunity for a strategic financial leader to contribute to the growth and success of...

Skills Develop and implement financial planning and forecasting processes. Analyse financial data, prepare budgets, and monitor financial performance against targets. Provide financial insights and recommendations to senior management for decision-making. Prepare timely and accurate financial statements, including income statements, balance sheets, and cash...

**Work Location**:_ - **Vaniyamkulam, Ottapalam, Palakkad**_ - **Requirements**_**: **Overview of Job Role**: A Telecaller assesses client's financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. **Duties and Responsibilities**: Handling incoming and outbound calls Working...

**Key Responsibilities** - Analyze financial reports, news, and relevant data to make informed investment decisions. - Manage and optimize investment portfolios to achieve desired returns. - Diversify investments based on risk tolerance, market conditions, and investment goals. - Assess and mitigate risks associated with stock market investments. - Develop...

Job Overview As an Executive Operations professional specializing in the stock market, you will play a pivotal role in overseeing and optimizing financial operations. This position requires a deep understanding of stock market dynamics, regulatory compliance, and efficient execution of financial processes. Key Responsibilities **Performing as a dealer in...

Overall finance control of the organization - Keeping the financial confidentiality of the firm - Financial Planning of the organization - Advise the management in financial decisions of the firm - Authority to approve the vouchers of the organization - Authority to transact through online (e payment) - Reporting to management - Proper follow up of...

Job Description: - Analyze financial reports, news, and relevant data to make informed investment decisions. - Manage and optimize investment portfolios to achieve desired returns. - Diversify investments based on risk tolerance, market conditions, and investment goals. - Assess and mitigate risks associated with stock market investments. - Develop...

Job Overview As a Business Executive, lead strategic initiatives, manage financial performance, and cultivate client relationships. Your role involves driving business development, overseeing operations, and ensuring the effective execution of organizational strategies. With a focus on innovation and results, play a pivotal role in achieving growth and...

Accounting teams work for businesses and individuals helping to manage financial accounts and taxes. There are a variety of roles within an accounting department, including entry-level to senior-level positions, and these job positions handle different tasks. If budgets, financial reports and accounting interests you, seeking a position on an accounting team...

**Key Responsibilities** - Performing as a dealer in terminal operations. - Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. - Keep records of client’s interactions, process client’s accounts and file documents. - Follow communication procedures, guidelines, and policies -...

1. The individual need to manage the accounting work for the shop 2. Support the billing team and ensure the billing is accurate 3. Manage GST, Financial Statements and other statutory related activities. **Salary**: ₹12,000.00 - ₹15,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Palghat, Kerala: Reliably commute or planning...

Contacting customers and informing them of their overdue bills. - Advising customers on their payment options and suggesting methods of payments. - Negotiating suitable payment plans. - Maintaining customer payment records. - Preparing customer financial statements for banks and the state credit department. - Writing final notice warnings to customers when...

**sell a financial services company's products and services to private individuals or corporate clients**. It's that simple.meeting with clients virtually or during sales visits. - demonstrating and presenting products. - establishing new business. - maintaining accurate records. - attending trade exhibitions, conferences and meetings. - reviewing sales...

**URGENT REQUIREMENT FOR ACCOUNTS ASSISTANT (MALE/ FEMALE)** **Excellent Knowledge in Tally and good understanding of accounting and financial reporting principles and practices)** Qualification **:Bcom / Bsc / BA in accounting, finance or relevant field** Those who can join Immediately Can Apply Contact**: +91-XXXXXXXXXX **Job Types**: Full-time,...

A certified management accountant daily job routine include **recording and crunching numbers, selecting and managing company investments, risk management, budgeting, planning, strategising and decision making**. They also prepare data for use within the company. - Gather and analyze financial information for internal use - Support budgeting and funding -...

Coordinating office activities and operations to secure efficiency and compliance to company policies - Supervising administrative staff and dividing responsibilities to ensure performance. - upport budgeting and bookkeeping procedures - Create and update records and databases with personnel, financial and other data. - Submit timely reports and prepare...